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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,575 | $57,140-4.5% | $85,240-36.0% | $80,959-32.6% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 12.58% | 21.71%-9.1pp | 66.75%-54.2pp | 35.67%-23.1pp |
| Employer contribution / active EE | $2,147 | $1,802+19.1% | $2,735-21.5% | $2,757-22.1% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $677 | $4,992-86.4% | $6,165-89.0% | $6,925-90.2% |